Gain Financial Savvy with Marla Sofer (ZOOM)

About the Speaker!

Marla Sofer is founder and CEO of Knomee. A seasoned financial services and fintech executive, founder of two women’s networks driving change and inclusion in corporations, frequent speaker on topics related to the future of financial services, wealth, and asset management, startup advisor, 2020 Woman of Silicon Valley, 2021 Woman in WealthTech to Watch, and proud mom, and wife.

Marla led partnerships quantified in billions of dollars at J.P. Morgan and BlackRock before leaping into fintech in 2015 to improve customer experiences. Her experiences at Microsoft, Carta, Invesco, Xignite, and Lending Club influenced her decision to create a solution that would improve personal financial wellness and enable financial services companies to better serve their customers and prospects.